WISDOMTREE US MIDCAP FUND (EZM) Institutional Ownership Changes & 13F Activity
WISDOMTREE US MIDCAP FUND (EZM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Ubs Group Ag, Steward Partners Investment Advisory, Llc, Susquehanna International Group, Llp, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -6,935 | -22.7% | 23,555 | $1.79M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -120 | -0.4% | 30,322 | $2.30M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -3,076 | -32.8% | 6,313 | $478.43K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -2,055 | -5.2% | 37,457 | $2.84M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +5 | +0.3% | 1,532 | $116.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +66,417 | — | 66,417 | $5.03M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +32,237 | +762.5% | 36,465 | $2.76M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -29,961 | -6.1% | 464,685 | $35.22M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -10,500 | -6.9% | 141,724 | $10.74M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +8,345 | +43.7% | 27,447 | $2.08M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +5,394 | — | 5,394 | $408.78K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -4,166 | -28.5% | 10,428 | $790.25K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,829 | -11.1% | 30,660 | $2.32M | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -2,541 | -2.9% | 84,335 | $6.39M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,251 | -2.1% | 104,998 | $7.96M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -1,175 | -10.5% | 10,005 | $758.23K | Q2 2026 | Aug 14, 2026 |
| Per Stirling Capital Management, Llc. | Sell | -589 | -6.1% | 9,021 | $683.63K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -270 | -0.2% | 114,836 | $8.70M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -239 | -6.0% | 3,732 | $282.82K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +234 | +7.0% | 3,588 | $269.60K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +228 | — | 228 | $17.29K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +48 | +6.5% | 788 | $59.72K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -53,881 | -9.3% | 526,139 | $39.87M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +37,452 | +35.8% | 141,949 | $10.76M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +16,825 | +97.3% | 34,118 | $2.59M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +9,320 | +2.0% | 469,226 | $35.56M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +2,642 | — | 2,642 | $200.22K | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -150 | -3.4% | 4,254 | $322.38K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +132 | +3.3% | 4,124 | $312.50K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +60 | — | 60 | $4.55K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about EZM activity
Which institutional owners are buying EZM?
Institutional owners buying EZM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EZM activity?
"Buy" means an investor increased their reported position in EZM compared to the prior reporting period. This reflects growing exposure to WISDOMTREE US MIDCAP FUND (EZM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EZM increasing?
Institutional interest in EZM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.